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general:finance:utilities:fiscalyearclose:body

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general:finance:utilities:fiscalyearclose:body [2026/04/28 15:25] – emorenogeneral:finance:utilities:fiscalyearclose:body [2026/06/25 14:29] (current) – emoreno
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   * All budget amendments are deleted.   * All budget amendments are deleted.
   * All current year requisitions are reversed.    * All current year requisitions are reversed. 
 +  * If a fund has an associated credit memo, the credit memo will be carried forward regardless of whether the fund is continued or incremented. However, if the fund is deleted, the associated credit memo will also be deleted.
 </WRAP> </WRAP>
  
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 ^Continue|{{page>general:fiscalyearclose:continuefunds}} | ^Continue|{{page>general:fiscalyearclose:continuefunds}} |
 ^Continue & Increment|{{page>general:fiscalyearclose:continueandincrementfunds}} | ^Continue & Increment|{{page>general:fiscalyearclose:continueandincrementfunds}} |
-^Delete|Select to delete the fund. If selected, no additional action occurs for these funds.|+^Continue Fund - Create Zero Bal Accts|Select to carry forward the specified funds into the new fiscal year with zero balance accounts.\\  \\  If selected, the **Carry Forward Balances** and **Create 5XXX-8XXX** fields are cleared and disabled.| 
 +^Delete|Select to delete the fund. If selected, no additional action occurs for these funds. |
  
  
-^Carry Forward Balances|Select to carry over balances for 1XXX-4XXX accounts. By default, this option is automatically selected when the **Continue** or **Continue & Increment** options are selected for a fund.\\  \\  You can uncheck this option if you want to bring forward account codes without the balances.|+^Carry Forward Balances|Select to carry forward account balances (1XXX-4XXX) into the new fiscal year. You can select this field to carry forward balances or unselect this field to carry forward only the account codes themselves without the balances.|
 ^Create 5XXX-8XXX|Select to create 5XXX-8XXX accounts. This field is disabled when **Continue** is selected for a fund. | ^Create 5XXX-8XXX|Select to create 5XXX-8XXX accounts. This field is disabled when **Continue** is selected for a fund. |
  
general/finance/utilities/fiscalyearclose/body.1777389905.txt.gz · Last modified: 2026/04/28 15:25 by emoreno

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